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Below is a list of our Latin America Publications for the last 6 months. If you are looking for reports older than 6 months please email email@example.com, or contact your account rep
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Mexico’s deficit in May remained very large by past standards, due mainly to high energy prices.
The value of imports likely will continue to rise in Q3, but weaker domestic demand will be a drag later on.
Labour market conditions deteriorated, at the margin, in May, but enough to make Banxico uneasy.
The rebound in commodity prices supported LatAm in H1, but external conditions are worsening rapidly.
Argentina’s economic recovery consolidated in Q1, but the near-term outlook is negative.
Inflation is still rising rapidly, and inflation expectations are heading north; rates will be hiked further.
Rising export prices continue to support growth, but they are also driving higher-than-expected inflation.
Global inflation pressures from food and energy will keep restrictive bias on monetary policy.
Most countries will continue to tighten, despite the absence of domestic demand-driven inflation.
Retail sales in Brazil rebounded in Q1, despite high inflation and tighter financial conditions...
...The reopening and further fiscal support have driven the recovery, but momentum will ease soon.
The real income squeeze and further interest rate hikes will hurt, but consumption won't collapse.
The BCCh delivers a bigger-than-expected rate hike, and leaves the door open for further tightening.
Inflation rose in April faster than policymakers expected, keeping up the pressure for more rate hikes.
The CLP sell-off, high commodity prices, and the lagged effect of policy stimulus remain a nightmare.
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Latin America Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence